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The private money management concierge service was created to provide a financial coaching system to anyone interested in securing a comfortable financial future.


Professional and Investment Related Services

The following companies feature investment-related services to help you manage your money. After reviewing the brief information below, you can learn more about each of their services by clicking on the banner or the text link. Blue Shine Button 1 120 x 90


$4.95 trades + .65 cent option contracts. Free real-time quotes. Find out why TradeKing is the King of online brokers.


TradeKing is a nationally licensed online broker offering low flat fees ($4.95 per trade plus $.65 per option contract) with no hidden costs or account minimums.

The TradeKing Web-based platform features powerful online equity, options and fixed-income trading tools including real-time portfolio information, advanced order entry, customized charting and alerts, free research and integrated news, stock, option and mutual fund screeners, volatility charts, a pricing probability calculator, enhanced option chains and interactive educational information.

TradeKing also features innovative community networking capabilities to help connect like-minded traders for enhanced strategy development and information sharing.

Watch your investments Real-time

FREE Portfolio Manager Software with ADVFN - Click Here

TradingSolutions is an advanced technical analysis trading software package. It has the ability to learn patterns from historical data, allowing you to create highly accurate trading systems that inform you when to buy and sell. This trading software effectively performs market timing for all types of financial markets, including stocks, futures and currencies (FOREX).

Join Upromise and earn up to 8% of your bill in college savings rewards when you dine out at any of over 8,000 participating restaurants Join Upromise Today

Upromise is a one-stop college service provider that helps families earn, save and pay for higher education. With Upromise, families can automatically save money for college while making everyday purchases at grocery and drug stores, gas stations, restaurants, retail stores and online shopping sites. Upromise’s partners include Citi, ExxonMobil Corporation, McDonald’s,,,, and hundreds of others. Join now and place Upromise affiliate links on your site and offer your customers an easy and smart way to save for college!


LifeLock Identity Theft Prevention - Save 10%

Life Lock - Protect your Identity Today

LifeLock provides a proactive identity theft service, specializing in the prevention of identity theft rather than the reporting of it. LifeLock is the industry leader.


 Private Money Management
P.O. Box 1229
Bellaire, MI 49615

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